Author

@markoinny markoinny

Named macro strategist pressing an AI-concentration-plus-energy-crisis bear thesis with primary sourcing

Posts original cross-asset macro analysis tying an energy/oi

trader score
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hit rate
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mean α
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signals 14d
2

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Not yet in the scored-bets universe (fewer than 20 scoreable calls).

Recent signals2receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-11·@markoinny·Calls the energy ceasefire a con amid continued attacks on tankers, oilfields and airports.·
2026-10-02·@markoinny·Trump said higher inflation would rapidly reduce US debt after debt exceeded $40 trillion.·

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.